The offering provides certified public accounting solutions including sound & direct back-office support, strategic tax advice, as well as business foundation and management services.
Key Aspects:
· Well established with a reputation for reliability and resolution of complex accounting issues
· Deep understanding of trust & estate planning, tax planning, integration of waterfall partnerships, and a wide array of complex financial structures
· Continuously adaptive to business, legislative, and technological changes and compliance rules
· Activtrak software for data monitoring and IT security benefits high security protocols
· Exemplary service record on governing accountancy board with zero audit reviews
Opportunities:
· Expansion of specialized accounting services to audits, review accounting, and investment guidance.
· Recently implemented price increase of 15% is expected to increase profits in the future.
· Expand geographic presence with the region's growing marketplace and population.
· Further invest in top-tier accounting talent to provide both new and traditional accounting services.
Headquartered:
· Oklahoma
Current Markets:
· The firm provides accounting services to construction and manufacturing, as well as legal offices, and service-based businesses in Oklahoma.
Real Estate:
· The firm operates from a 4,500 square-foot facility in Oklahoma, which is leased from an affiliated entity. The location is expected to be leased to new ownership post-sale.
Shareholder Objectives:
· The sole owner is seeking an eventual full exit from the firm after a transition period. A licensed CPA would be required to maintain operations. Ownership is open to various deal structures to facilitate a transaction.
